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Standards & Activities

CFA Society Toronto performs the following activities to promote high standards of professional ethics and competence, and encourage fairness and efficiency in the operation of capital markets.

  • CFA Society Toronto Members are required to submit an annual statement to the effect that they have adhered to the principles embodied in CFA Institute's Code of Ethics and Standards of Professional Conduct.
  • The society promotes professional competence by encouraging our members to complete the Chartered Financial Analysts (CFA) program as well as to participate in continuing education activities.
  • The society fosters relations with regulatory and other professional organizations in order to assist in government policy formulations, to provide feedback on topical issues, and to act as a forum for the dissemination of information.
Note taking in notebook and tablet

Strategic Objectives

To achieve our vision and mission, the Society has established three strategic objectives. The following objectives will be the focus of our efforts from 2019 and will be achieved by 2021.

  • Objective 1: Drive Member Value by meeting member needs and expectations with innovative services and expanding membership community.
  • Objective 2: Increase Designation Value through establishing designation as “gold standard” with industry stakeholders”.
  • Objective 3: Increase Efficiency and talent development by enhancing high-performing member-centric organization through appropriate systems, revenue sources and talent management.
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